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Blue Zone Wealth Advisors’s Twilio TWLO Stock Holding History

Blue Zone Wealth Advisors’s Portfolio TWLO Stock Details TWLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-5,160
Closed -$316K – 93
2024
Q1 		$316K Buy
5,160
+432
+9% +$28.5K 0.11% 69
2023
Q4 		$359K Buy
4,728
+181
+4% +$11.3K 0.14% 64
2023
Q3 		$266K Buy
4,547
+75
+2% +$4.67K 0.12% 69
2023
Q2 		$285K Buy
4,472
+650
+17% +$38.4K 0.13% 66
2023
Q1 		$255K Buy
+3,822
New +$236K 0.14% 67
2022
Q4 		– Sell
-3,403
Closed -$235K – 86
2022
Q3 		$235K Sell
3,403
-9,279
-73% -$741K 0.12% 78
2022
Q2 		$1.06M Buy
12,682
+381
+3% +$42.6K 0.48% 56
2022
Q1 		$2.03M Buy
12,301
+1,160
+10% +$211K 0.76% 51
2021
Q4 		$2.93M Buy
11,141
+2,376
+27% +$711K 0.97% 40
2021
Q3 		$2.8M Buy
8,765
+1,447
+20% +$527K 0.97% 42
2021
Q2 		$2.88M Buy
7,318
+1,446
+25% +$502K 1.08% 33
2021
Q1 		$2M Buy
+5,872
New +$2.2M 0.85% 52

Other funds holding TWLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

Blue Zone Wealth Advisors's TWLO Position: Q2 2024 in Review

Blue Zone Wealth Advisors sold out of Twilio (TWLO) in Q2 2024, closing a stake of 5,160 shares — an estimated $316K sold.

Blue Zone Wealth Advisors first reported a position in TWLO in Q1 2021 and held it in 12 quarters. The position peaked at $2.93M in Q4 2021. 604 funds tracked by Wall St. Rank hold TWLO as of Q2 2024.

  • Blue Zone Wealth Advisors reported no remaining Twilio position as of Q2 2024 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 5,160 Twilio shares in Q2 2024, an estimated $316K.
  • Blue Zone Wealth Advisors first reported a position in Twilio in Q1 2021 and held it in 12 quarters.
  • Blue Zone Wealth Advisors's Twilio position peaked at $2.93M in Q4 2021.
  • 604 funds tracked by Wall St. Rank held Twilio as of Q2 2024.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.